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EP Wealth Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

EP Wealth Advisors’s Portfolio SCYB Stock Details SCYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Sell
17,801
-1,809
-9% -$47.7K ﹤0.01% 931
2025
Q4 		$518K Buy
+19,610
New +$519K ﹤0.01% 864

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $201M AUM 16.91% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

EP Wealth Advisors's SCYB Position: Q1 2026 in Review

EP Wealth Advisors reduced its Schwab High Yield Bond ETF (SCYB) stake by 9.2% in Q1 2026, selling an estimated $47.7K and leaving 17,801 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

EP Wealth Advisors first reported a position in SCYB in Q4 2025 and has held it in 2 quarters since. The position peaked at $518K in Q4 2025. 140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • EP Wealth Advisors held 17,801 shares of Schwab High Yield Bond ETF worth $463K as of Q1 2026.
  • EP Wealth Advisors sold 1,809 Schwab High Yield Bond ETF shares in Q1 2026, an estimated $47.7K.
  • Schwab High Yield Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #931 holding.
  • EP Wealth Advisors first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Schwab High Yield Bond ETF position peaked at $518K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.